How big is Legacy Advisors Inc.'s plan?

Legacy Advisors Inc.'s plan reported $311K in assets and 4 participants for 2025.

Original filing (PDF)20260401111337NAL0001206256001

Legacy Advisors Inc.

Name: Legacy Advisors Inc. — Legacy Advisors Inc. 401(k), Form 5500 (2025)
Creator: Legacy Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Advisors Inc. 401(k) Plan

401(k) retirement plan · Legacy Advisors Inc.'s Legacy Advisors Inc. 401(k) Plan held $311K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

People on this filing

Michael Martin signed Legacy Advisors Inc.'s 2025 Form 5500 as plan administrator.

Michael Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legacy Advisors Inc.'s EIN is 27-2344729.

EIN 27-2344729

Plan number 001

Plan year 2025

ACK ID 20260401111337NAL0001206256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY ADVISORS INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score